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Provence Wealth Management Group’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Provence Wealth Management Group’s Portfolio LEGR Stock Details LEGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$71.6K Hold
1,750
– – 0.04% 196
2023
Q3 		$64.6K Buy
+1,750
New +$67K 0.04% 188

Other funds holding LEGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AOG
Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EA
Eudaimonia Advisors Winchester, Tennessee $188M AUM 21.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Provence Wealth Management Group's LEGR Position: Q4 2023 in Review

Provence Wealth Management Group held its First Trust Indxx Innovative Transaction & Process ETF (LEGR) position steady in Q4 2023 at 1,750 shares worth $71.6K. The position accounts for 0.04% of the portfolio, ranked #196.

Provence Wealth Management Group first reported a position in LEGR in Q3 2023 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold LEGR as of Q4 2023.

  • Provence Wealth Management Group held 1,750 shares of First Trust Indxx Innovative Transaction & Process ETF worth $71.6K as of Q4 2023.
  • Provence Wealth Management Group left its First Trust Indxx Innovative Transaction & Process ETF share count unchanged in Q4 2023.
  • First Trust Indxx Innovative Transaction & Process ETF made up 0.04% of Provence Wealth Management Group's portfolio in Q4 2023, its #196 holding.
  • Provence Wealth Management Group first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q3 2023 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.